User Criteria Settings

User criteria settings details the settings in Proactive Engagement to group the users for certain conditions.

You can access user criteria settings through All > Proactive Engagement > User Criteria Settings. User criteria includes or excludes a user or certain group of users from receiving PE notifications. User criteria helps in grouping the users based on certain conditions such as role, location, department, or Business unit and so on. Once the user criteria is created, the users are excluded or included as per the defined criteria. As a prerequisite, set the role to Engagement admins sn_pren.engagement_admin to be able to set the user criteria. The criteria for user settings are applied at the framework level rather than the use case level. Once these criteria are established, notifications will be enabled/disabled corresponding to the criteria set.

You can access any pre-defined user criteria. To know more, see User criteria diagnostics for Knowledge Management. To create a new user setting, fill the following details:

Field	Description
User Criteria	User Criteria name
Order	Number of user
Type	Inclusion/Exclusion criteria Note: Exclusion always takes precedence over Inclusion.
Active	Yes/No